Don’t Rip the Chip

Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11

Welcome to Turn It Up Tuesday, where we bring you 4 weekly tips—a tip on running your business, a tip on how to ramp up your sales efforts, a tip on using Insightly CRM, and a tip on improving your life. Enjoy this week’s tips!

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Creating & Managing Leads

One of the main features of Insightly CRM is lead management, an integral part of the Insightly’s sales process and the starting point of your entire sales funnel.  

In Insightly, you are able to create leads in few different ways:

  • Enter them on the Leads tab.
  • Import them from a CSV or Excel file.
  • Scan business cards with our mobile apps. (Available with a paid Insightly subscription.)
  • Add a Web to Lead form to your website so visitors can submit the own information.
  • If you have technical resources, you can also add leads through the Insightly API.

 

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A qualified lead can be then converted into a sales opportunity, organization or contact by Insightly.

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This week’s tip was provided by Tony Roma. Tony is an Insightly product expert who has been helping businesses implement software solutions for over ten years.

 

 

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To Review or Not to Review?

Maintaining a good online reputation does not only increase popularity but revenue for the business as well. About 90% of online customers were more likely to purchase after reading positive reviews, and 86% said a negative review would influence their decision.

 

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However, sometimes it takes a little push to get those reviews from your customers and as Content Manager for QuickTapSurvey Shereen Dindar says, “Even your biggest fans may be unlikely to review your business if it means taking time out of their busy schedules.” If you find that your business is struggling with customer reviews, here’s what you can do:

  • Send out surveys. While they are using your product, get an insight of their experiences before they can leave a review somewhere else. You will be the first one to know if there are any concerns and address them as soon as possible.
  • Offer an incentive for reviews. Let your customers know how much you value their feedback and offer them a small gift in exchange for an honest review.
  • Address negative reviews appropriately. Bad reviews reviews are unavoidable, but this will give you a chance to engage and show that you want to improve their experiences. The negative review might even turn into a positive one!
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Who Put the Paper in My Pringles?

If you’re a fan of Pringles, you understand the struggles of eating these perfectly shaped potato chips. Your hand is either too big to fit in the container or crumbs. EVERYWHERE. No one wants pieces of chips stuck in between their keyboards or having to wipe the crumbs off their desks. Sorry, janitor.

 

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But do not worry. There is a crumbs-saving solution; find a piece of paper and roll it so it fits in the container. Place the paper in the container and now you can safely and easily enjoy your Pringles without having to worry about the mess.

Think Like a Buyer

One of the most critical aspects of a successful sales strategy is to document your Buyer’s Journey. Recognizing your different types of prospects and knowing what information to deliver at which stage of their process will help you converting to leads and turning them into satisfied customers more successfully. Marisa Smith, CEO of the Whole Brain Group, advises you to ask yourself these questions: “Start at the end—what will they do immediately before signing a contract with you? What’s the step before that? The one before that?”personasKnowing the answers to those questions will help you identify the needs of your prospect faster and provide them with more accurate information. Be sure to take notes of every step and interaction along their way of becoming customers!

Check out Insightly’s features and plans on our pricing page or sign up for a free trial of the best CRM around.Free-trial-button

Send Us Your Tips. Would you like to share your tips with Insightly customers? Send them to us! If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card! Contact us on Facebook, Twitter, Google+, or send us an email.

J-ShaoAbout the author: Joyce Shao is currently a Marketing Intern at Insightly and is pursuing a Business Management Economics major at the University of California, Santa Cruz